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How to redeem customer credit on an existing sale

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Redeeming customer credit is similar to applying a discount or a gift voucher to an invoice. Instead of applying a payment, you redeem the credit when you are raising a sale for the customer. If you've already raised an invoice for the customer, you will need to edit the invoice to apply credit. In this article you will learn how to redeem customer credits on an existing sale.

 

 

How to redeem customer credit on an existing sale

If the sale has already been raised, then you will need to edit the existing sale to apply the credit. To do this:

1 Head to either the customer's record or sales tab to view the sale, then click the edit button in the bottom left corner of the sale.

 

2 Choose the credit icon, and a box will pop up that prompts you to enter the amount of credit you wish to use. This will default to the total invoice amount, or the total credit amount, whichever is smaller.

 

3 Update the use field, if required, then click apply credit. The credit redemption will be added to the sale and the total updated.

 

4 When you are ready, click save to apply your changes. The balance of the sale will be updated. If the credit was for the full amount, the invoice will then show as paid in full.

 

 

Important information for accounting integrations

If you are using an accounting integration and the invoice has already synced, then redeeming credit in Timely won't update the invoice in your accounting system. You will need to edit the invoice in your account system and add the redemption line there, making sure to code this to the customer credit liability account designated in your Timely settings.

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